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ASVRX vs OSVCX
ASVRX vs OSVCX Comparison
Open Charts ASVRX vs OSVCX
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value C
Price$17.76
Change-$0.25 (-1.39%)
VolumeN/A
CapitalizationN/A
ASVRX vs OSVCX Comparison Chart
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ASVRX vs. OSVCX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ASVRX is a Hold and OSVCX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.19B vs. OSVCX (1.33B). OSVCX pays higher dividends than ASVRX: OSVCX (1.52) vs ASVRX (0.47). ASVRX was incepted earlier than OSVCX: ASVRX (15 years) vs OSVCX (26 years). OSVCX is a more actively managed with annual turnover of: 79.00 vs. ASVRX (44.00). OSVCX has a lower initial minimum investment than ASVRX: OSVCX (1000) vs ASVRX (2500). ASVRX (6.29) and OSVCX (5.98) have marching annual gain over last year. ASVRX return over 5 years is better than : 33.69 vs. OSVCX (-2.11).
| ASVRX | OSVCX | ASVRX / OSVCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 4.327 | 3.616 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 1.33B | 389% |
| Annual Yield % from dividends | 0.47 | 1.52 | 31% |
| Returns for 1 year | 6.29 | 5.98 | 105% |
| Returns for 3 years | -3.43 | -8.81 | 39% |
| Returns for 5 years | 33.69 | -2.11 | -1,600% |
| Returns for 10 years | 23.23 | -16.81 | -138% |